Innello & Company, P.C.
625 Grove Street
Braintree, MA 02184
(781) 843-7600
(781) 356-5800 (fax)
Email: info@innelloandco.com


 



Estate Planning

Estate planning involves a great deal more than preparing a will. A successful estate plan is one which contemplates several areas of the law and properly integrates them with the family dynamics of the individual. Our attorneys are experienced professionals with several years experience in both the legal and accounting professions. This unique professional background provides our estate planning clients with a comprehensive estate planning service that incorporates the various tax, probate and succession planning issues inherent in every estate plan. Our attorneys recognize that many issues may play a role in a client's estate plan and as a result, each plan must be as individualized as the person for whom its drafted. Our attorneys counsel and advise our estate planning clients on a variety of issues, including:

Wealth Succession Planning. Innello & Company's attorneys analyze a client's dispositive scheme from several different angles, including taxation, administration and distribution issues. A properly drafted estate plan typically includes the following documents: (i) Wills; (ii) Trusts; (iii) Durable Powers of Attorney; (iv) Health Care Proxies; and (v) Living Wills.

Guardianship Issues. Our attorney's counsel and advise clients regarding the proper arrangements for the care and custody of their minor children, children with special needs, or adult parents requiring continued care.

Income, estate and gift tax issues. Innello & Company provides its estate planning clients with various planning suggestions and advice involved in wealth transfers. This advice can include a structured gifting plan utilizing the annual gift tax exemption or the utilization of an individual's unified credit. Out attorney's carefully analyze the income tax, gift and estate tax implications of various wealth transfer transactions and provide our client's with the best possible solution.

Elder Law Planning. Our attorneys effectively integrate the unique issues faced by elderly clients with those of the typical estate plan. These issues often include advise regarding Medicaid eligibility requirements and transfer of wealth issues effecting eligibility.


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